Marvell 3Q22 Vendor Summary Report
Fresh insights on Marvell’s current and future plans for optical networking.
Infinera 3Q22 Vendor Summary Report
Product revenue jumps 20%, while ICE6 shipments accelerate.
Coherent 3Q22 Vendor Summary Report
Coherent’s Datacom sales grew more than 10% this quarter and in contrast to Lumentum’s more pessimistic outlook. the company was optimistic about future datacom sales.
Lumentum 3Q22 Vendor Summary Report
Lumentum’s Telecom revenue grew dramatically thanks to recent acquisitions, while Datacom is entering a difficult couple of quarters.
Nokia 3Q22 Vendor Summary Report
Nokia’s routing and optical businesses are weathering a downturn in EMEA with increasing success in North America and RoAPAC.
Ciena Ups its Router Game to Address the New Metro
Introduces a new, high capacity aggregation router to address emerging metro requirements.
Previewing 800/1.6Tbs Client Optics
Understanding the next wave of 100Gbps and 200Gbps PAM4-based modules
Ciena 3Q22 Vendor Summary Report
Optical revenue declined -21% due to unexpected supply chain problems.
ECOC 2022 Show Report
Big news coming next year on 1.6T client optics, 200GBaud technology, and a bevy of new coherent DSPs
ECOC 2022 – Fracturing of the 400ZR Market
Market Focus Slides Available for Download
II-VI 2Q22 Vendor Summary Report
II-VI acquires Coherent and releases a new coherent DSP during a quarter of growth.
Infinera 2Q22 Vendor Summary Report
Product revenue jumps 13%, while ICE6 shipments are flat.
Lumentum 2Q22 Vendor Summary Report
Lumentum completed its acquisition of Neophotonics and acquired IPG’s module business, moves signaling increased focus on the telecom module market.
Nokia 2Q22 Vendor Summary Report
Battling supply chain constraints and currency fluctuations, Nokia’s optical and packet businesses maintain flat YoY growth.
Cisco PONC 2022 – Observations and Thoughts
Cisco Packet Optical Networking Conference advanced the RON strategy.
Ciena 2Q22 Vendor Summary Report
Ciena grows packet revenue 72% and WaveLogic port shipments recover. But annual guidance is lowered due to persistent supply chain concerns.
II-VI and ADVA announce a shakeup in the 100ZR market
These companies announced a collaboration on QSFP28 100ZR modules. This report is Cignal AI’s analysis of that announcement and its implications.
Coherent Port Pricing Trends (1Q22)
Cignal AI revisits our Coherent Pricing Trends report from 2019 and provides an update based on recent technology advances.
Marvell 2Q22 Vendor Summary Report
Marvell reported strong datacenter DSP growth and reached the milestone of 100k units shipped of coherent Gen60C DSPs, indicating a healthy market for high-speed optics.
Cisco 1Q22 Vendor Summary Report
Optical revenue from cloud operators continues to grow while Acacia leads Gen60 market share categories in 1Q22.